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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,455 | $183,592-23.5% | $155,567-9.7% | $145,959-3.8% |
| Participation rate | 20.0% | 82.7%-62.7pp | 78.2%-58.2pp | 80.3%-60.3pp |
| Annual return | 16.47% | 61.24%-44.8pp | 64.74%-48.3pp | 561.95%-545.5pp |
| Employer contribution / active EE | $1,169 | $5,315-78.0% | $4,674-75.0% | $4,661-74.9% |
| Participant deferral / active EE | $4,600 | $6,464-28.8% | $5,628-18.3% | $6,689-31.2% |
| Admin fee / account holder | $3,203 | $19,318-83.4% | $15,916-79.9% | $13,398-76.1% |